Lead Financial Planner: Client-Focused, Planning Expert

Zohorecruit; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive base salary + bonuses

Health, dental, and vision insurance

401(k) with company match

Mentorship and professional developm…

Job summary

VIRGO AND ARIES LLC in Chicago, IL seeks a Financial Planner – Lead to deliver comprehensive financial and retirement planning services. This role emphasizes client service, analysis, and collaboration with Lead Advisors, with a focus on non-sales activities.

Requirements include 3+ years of planning experience, Series 65 or 66, and a Bachelor’s degree. CFP designation is preferred and licenses may be pursued within stated timelines. Hybrid/office environment with strong client relationships.

Qualifications

• 3+ years of financial planning experience with direct client interaction.
• CFP designation preferred; must be obtained within 2 years of hire.
• Life Insurance license preferred; must be obtained within 6 months of hire.

Responsibilities

• Serve as the primary contact for assigned clients.
• Respond to client questions, requests, and follow-ups.
• Prepare comprehensive financial and retirement plans.
• Analyze investments, asset allocation, and financial data.
• Conduct client meetings and periodic financial reviews.
• Use tax-planning tools to evaluate strategies and scenarios.
• Prepare illustrations for annuities, life insurance, and long-term care.
• Complete financial analyses and planning projects as needed.
• Collaborate with advisors and team members on client cases.
• Maintain proactive communication and exceptional client service.

Skills

Financial planning

Client communication

Advanced Excel

Financial analysis

Tax planning

Education

Bachelor’s degree

Tools

Microsoft Excel

Financial planning software

Job description

VIRGO AND ARIES LLC in Chicago, IL seeks a Financial Planner – Lead to deliver comprehensive financial and retirement planning services. This role emphasizes client service, analysis, and collaboration with Lead Advisors, with a focus on non-sales activities.

Requirements include 3+ years of planning experience, Series 65 or 66, and a Bachelor’s degree. CFP designation is preferred and licenses may be pursued within stated timelines. Hybrid/office environment with strong client relationships.